Sample Pro Forma Income Statement Excel

If the projections predict a downturn in profitability then you can make operational changes such as increasing prices or decreasing costs before these projections become reality.

Sample pro forma income statement excel. 12 kb download the sheet features a simple design which makes it easy to use. Pro forma financial statement template what are pro forma financial statements. While that description is accurate it s more useful to think of the pro forma as a combined and simplified income statement and cash flow statement for a property rather than a company. Pro forma statements are monetary reports detailing how your business would fare based on hypothetical situations.

Pro forma income statement also known as pro forma profit and loss means how the adjusted income statement will look like when certain assumptions like non recurring items restructuring costs etc were excluded or if a loss. This income statement template was designed for the small business owner and contains two example income statements each on a separate worksheet tab see the screenshots the first is a simple single step income statement with all revenues and expenses lumped together. Your income this year is 37 000. Sample word excel templates home document templates free business templates search for.

Search skip to content tag. When it comes to corporate money management and accounting an income statement is considered one of the three most commonly used documents. We ll discuss the main line items on the real estate pro forma in this article and give you an excel template but let s start at the beginning with the why. In other words they help you make accurate predictions about what will happen to your company in the future.

It integrates excel functions and guides suits. According to your pro forma annual income statement it will be 44 000 next year. 35 3kb download this pro forma excel template gives you various useful guidelines on the use of microsoft excel and microsoft office. It can be configured to show total revenue expenses such as taxes and gross and net profit.

So when you create next year s budget you can include that extra 7 000 maybe spending 4 000 over the course of the year to pay down the principal on a loan while adding 3 000 to savings.